Tip of the Month | June 2023
Tip of the Month | June 2023 Protecting Your Online Signature Written By: Andrea Bulen, CFP® Shakespeare has been raising awareness about online scams and phishing schemes that are becoming increasingly prevalent.…
A Letter From 90 Year Old Self
A Letter From 90 Year Old Self Written By: Kevin Reardon, CFP® We’ve all seen a movie or read a book where the main character is transported decades into the future…
Drawdown Strategies in Retirement
Drawdown Strategies in Retirement Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As people approach retirement, one of the most common fears is how they will replace their regular paychecks.…
Documents to Keep After Tax Season
Documents to Keep After Tax Season Written By: Andrea Bulen, CFP® Tax season can be a hectic time of year, with a flurry of forms, receipts and financial statements to sift…
One Working Spouse in Retirement
One Working Spouse in Retirement Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Retirement is one of the biggest transitions a couple will go through, especially when one spouse retires before…
Tip of the Month | May 2023
Tip of the Month | May 2023 Protect Your Financial Accounts from Scammers Written By: Nick Ziarek, CFA, CFP® Fraudsters and hackers are becoming more sophisticated in their attempts to steal…
Changing State Residency
Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Planning to move is typically a big undertaking. It’s usually an exciting time in your life, but it can…
Succession Planning for Small Business Owners
Succession Planning for Small Business Owners Written By: Kevin Reardon, CFP® Succession planning is an essential aspect for small business owners to ensure legacy and a smooth transition to retirement. It…
Tip of the Month | April 2023
Tip of the Month | April 2023 What is a Fiduciary? Written By: Nick Ziarek, CFP®, CFA A fiduciary is someone who is legally required to act in the best…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260